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Find Top Financial Advisors in Tyler, Texas

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Tyler, Texas
Last Updated - 31-Jul-2022

Tyler has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 42 non-vetted advisors in your local area. These financial advisors in Tyler, Texas have an average of 41 years of experience.

NOTE: The list of financial advisors in Tyler, Texas mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Tyler, Texas.

Qualified Financial Advisors in Tyler, Texas
Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Evans
CFP®, CSA®
LEGACY GROUP
909 E Southeast Loop 323, Ste 210,
Tyler, TX 75701
41 $50000 Not Specified Not Specified

Information on Qualified Financial Advisors in Tyler

Qualifications CRD# 1014182

Compensation/Fee Based on Assets, Commissions, Hourly


Office Location 909 E Southeast Loop 323, Ste 210,
Tyler,
TX
75701
Phone Number 903-534-4900

About Legacy Group

Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Tyler, Texas (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Gibson Wealth Advisors, Llc
1015 Pruitt Place , Suite 105,
Tyler, TX 75703
$114,653,700 349 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Tyler, Texas*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Billie Pettey
    Inquire with Billie
    2339 Dueling Oaks, Tyler, TX  75703 903-592-7526
    Bart Lane
    Inquire with Bart
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-579-2232
    Alan Cumming
    Inquire with Alan
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-579-2227
    Michael Harrison
    Inquire with Michael
    2339 Dueling Oaks, Tyler, TX  75703 903-592-7526
    Derek Meller
    Inquire with Derek
    320 S Broadway Ave, Ste 400, Tyler, TX  75702 972-692-5069
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-581-4344
    The Azalea Group
    Inquire with Azalea
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-579-2237
    Johnson Financial Group
    Inquire with Johnson
    5041 Kinsey Drive, Tyler, TX  75703 903-581-2098
    John Oberg
    Inquire with John
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-579-2223
    The Rivalry Group
    Inquire with Rivalry
    909 E Southeast Loop 323, Ste 170, Tyler, TX  75701 903-579-2224
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?